Using Conditional Logic in Forms

Learn how to build conditional logic in your forms.

What's included in this article?

• What is Conditional Logic?
• Permissions
• Building Conditional Fields
• Building Conditional Steps
• Video

What is Conditional Logic?

Conditional Logic refers to the rules used to determine when and why questions or steps show or hide on a form process.

Conditional Logic can show or hide individual questions in a step based on answers to prior questions in that same step. It can also show or hide entire steps based on responses to questions found in prior form steps. Enroll's rules engine is the tool used to find the fields that are dependent on each other and then create those dependencies. 

Permissions

Admins with the Manage Forms permission are able to add conditional logic to fields and steps in Enroll.

Building Conditional Fields

1. Navigate to Settings > Forms > Application or Registration Form Process > Step > Manage Fields.

2. Identify the fields that will be used for building your conditional logic and click the "Conditional Logic" button.

• Identify your trigger field + answer: If student_annual.current_iep field is Yes
  • If a family answers "Yes" to the question: "Does your child currently have an IEP?"
• Identify your conditional field: Then student_annual.iep_upload field will be displayed in the form
  • Then the follow-on question will be shown to families: "If Yes, please provide a copy of your child's IEP."

3. Use the + button to begin building your conditional logic using the rules engine.

The first box "Selected Conditional Field(s)" is where you will choose the conditional field that will be shown or hidden on your form based on the answer to a prior trigger question.

Example:

Configure the rules engine to show or hide the conditional field, and identify the trigger field, operator, and expected value that will define the conditional that must be met. 

• Show the conditional field student_annual.iep_upload: "If Yes, please provide a copy of your child's IEP"
• If the answer to the prior field student_annual.current_ip is "Yes"

As always, the rules engine also allows you to use the IF ALL conditions are met statement, giving you the flexibility to have a combination of multiple field answers act as the trigger for a conditional field.

Note: If you would like to build conditional logic based on a Program that is selected in your form, the Program Selection Step must come BEFORE the step where you will then display a conditional question for the selected Program.

• Programs selections must be saved before they can be used in conditional logic.

Tip: Checkbox fields can be more sensitive when used with conditional logic. For best results, consider using the operators Contains and Does Not Contain when configuring conditions for these fields.

 

Building Conditional Steps

Entire form Steps may also be shown to families based on a condition. The Step setting that handles this logic is called an "Advanced Restriction".

1. Navigate to Forms > Application (or Registration) > Manage Steps > pencil icon to edit the Step that will be shown or hidden based on a condition in a prior step.

2. Use the slider to enable "Configure Advanced Restrictions" for this step, which will then display the rules engine.

3. Select the Field Name, Operator, and Expected Value that will trigger this Step to appear to families in your form.

• In this example, using the pre-built "Grades" condition, and then selecting grades

• the Sibling Step will only be displayed to families for student's applying to grades 6, 7, or 8

Video

Click the image below for a 4min tutorial on building conditional field logic in your forms.

• Video example for displaying 1 or 2 sets of Guardian fields